Navigating Retirement in a Volatile Market

SPACE IS LIMITED

FREE Retirement Planning Event paired witH hors d’oeuvres

Thursday, July 20th at 6:30PM

Brick Street Inn
175 South Main Street
Zionsville, IN 46077

Wellington Advisors invites you to an evening of knowledge.

What we'll cover during the event:

Paul-Bullock-financial-advisors-Wellington-Investment-Advisors-Bloomington-IN

This event is presented by Paul Bullock, a fiduciary securities veteran, and CEO of Wellington Investment Advisors. Paul has managed retirement assets for over 32 years and he and his family are local Zionsville residents.

Gregory Renn, CFP®
Certified Financial Planner (CFP®) and experienced professor of practice at Indiana University’s Kelley School of Business

Learn from Paul Bullock, Wellington Investment Advisors CEO and Fiduciary Wealth Manager on how to navigate retirement planning in today’s volatile market with new technologies and advanced planning strategies. Joining him is Gregory Renn, CFP an experienced professor of practice at Indiana University’s Kelley School of Business. He will discuss today’s banking crisis and share insights on future economic risks that may impact your retirement plans.

Learn how recent advances with AI can help enhance your financial plan.
Discover timely Fixed Income strategies for today’s interest rate environment.
Learn how Structured Products may deliver upside potential and reduce downside risk.
Gain valuable insights on Roth conversions and advanced tax planning strategies.
Learn how we can professionally manage your 401k while you still are working.
Hear our macroeconomic outlook and how to position your portfolio for a potential recession.

Now is the time to educate yourself and to think critically about your wealth management plans. We look forward to sharing our expertise with you.

Your information is secure

Register for the July 20, 2023 Event

Seating is limited for this workshop so please register early.

No products will be sold or promoted during this workshop.

About Wellington Investment Advisors

We’re proud of the business we’ve built. We have a great staff and team of advisors—some of the best in the business—that share the values of doing what’s in the best interest of our clients. We take pride in our work and in going above and beyond for our clients.

We customize every portfolio to help you achieve your specific goals. Whether that’s wealth creation, planning for retirement, or putting someone you love through college, we will help you create a plan that meets your goals. We all have different ideas for how we want to live our lives; if you can envision it, we will do our best to help you achieve it.

This is our vision; can we help you with yours?

Useful links

contact

Bloomington Office:

121 E 6th St., Suite 2, Bloomington, IN 47408
(812) 333-0874

Michigan Office (advisory business only):

8801 N 32nd St, STE B-1, Richland, MI 49083

Indianapolis Office (by appointment only):

3815 River Crossing Parkway, Indianapolis, IN 46240
(317) 452-8480

Lafayette Office (by appointment only):

300 Main St., Suite 212, Lafayette, IN 47901
(765) 588-1745

Columbus Office (by appointment only):

500 Franklin St., Columbus, IN 47201
(812) 333-0874

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Advisory products and services offered by Investment Advisory Representatives through Wellington Investment Advisors, a SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC. Private Client Services is not affiliated with Wellington Investment Advisors (or affiliated companies). This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wellington Investment Advisors unless a client service agreement is in place with you.

This site is published for residents of the United States Only. Financial Advisors of Wellington Investment Advisors/ Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor.

Insurance-related services may not be provided to individuals residing in any states other than (IN, MI, TN, AL, OR, MA, SC, AZ, TX).

Our advisors are registered with FINRA. You can find out more information about us and Private Client Services by going to Brokercheck.